July 2021
Features
The evolution of an investment thesis

NB Private Equity Partners explain why they think a key advantage of private equity is the ability to magnify potential growth via well timed business decisions...

Fund Research
Aberdeen Standard Asia Focus

AAS offers exposure to exciting growth companies in Asia, and has traditionally done very well after global crises…

Fund Research
Invesco Select: UK Equity

IVPU’s new co-manager set up provides the best of both worlds...

Fund Research
Aberdeen New India

ANII offers exposure to exciting growth stories in India…

Fund Research
BlackRock Throgmorton Trust

THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…

Opinion
How are the mighty fallen

Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...

Features
Income for the ages…

By focusing on balancing both income and growth, Brunner’s dividend has weathered the market storms better than many…

News
Results analysis: Alliance Trust

Alliance Trust released a strong set of results this morning showing strong NAV growth driven by stockpicking, but the trust’s discount remains wider than the peer group average…

23 July 2021
Features
UK smaller companies set for long-term success

Hopes are high for the UK’s economy and particularly UK stocks, given their relatively low valuations, as we begin to pick up the pieces after the COVID crisis, and the outlook for UK smaller compa...

Strategy
Every which way but loose

We break down the AIC Flexible sector into more useful segments…

Features
Is there room to run in the commodities cycle?

It has been a bumper time for commodities as the global economy recovers and infrastructure programmes support demand, but - says Olivia Markham, Co-Manager of the BlackRock World Mining Trust plc ...

Fund Research
BlackRock North American Income

Proposed shifts in BRNA’s strategy towards sustainable investing may improve its return profile and be the catalyst for a narrowing discount….

Fund Research
Hipgnosis Songs

2020 has proven SONG’s resilience, with potential for a re-rating…

Fund Research
BMO Global Smaller Companies

BGSC is one of the few trusts to offer a truly diversified approach to global small caps, with an attractive discount and incoming tailwinds...

News
Flash update: NB Private Equity Partners

Recent write-up leaves NBPE’s NAV +22.2% YTD with potentially further progress to come…

16 July 2021
Fund Research
Allianz Technology Trust

ATT's active approach means current discount could offer opportunity…

Strategy
Grade inflation

We look at how our discounted opportunities portfolio has done in the first half of the year and update on the performance of our long-term rated funds…

Features
Building back greener

As governments turn their focus towards the COVID-19 economic recovery, they are increasingly incorporating sustainability goals into their efforts. For sustainable investors, this presents a clear...

Fund Research
Honeycomb Investment Trust

HONY has paid its full dividend through the crisis, and its dividend is currently covered by cash returns…

Fund Research
TRIG - Renewables Infrastructure Group

TRIG is putting ESG considerations at the centre of everything it does…

DIAL-IN DIARY
Conference calls, webinars and presentations in the coming weeks

Use our dial-in diary to find your next opportunity to meet the managers...

Fund Research
ICG Enterprise

ICGT continues to deliver consistently strong returns…

Events
London Calling

UK equities represent a ‘once in a generation’ opportunity for investors according to the managers who joined us to discuss the outlook at our event last week…

Features
Investing in tomorrow's big businesses

We examine the case for micro-cap investing, or investing in the UK’s smallest businesses, and explore how Downing Strategic Micro-Cap applies private equity-style investing to this area of the mar...

REPLAY
Slides and Audio: JPMorgan Smaller Companies

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

REPLAY
Slides and Audio: Downing Strategic MicroCap

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

Replay
Slides and Audio: BlackRock Throgmorton

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

07 July 2021
Replay
Slides and Audio: Roundtable - Small is beautiful

Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...

Features
We've changed, and returns prove it...

BMO High Income's strong run during the pandemic shows the benefits of the changes which have been made since the new manager took over in 2017...

Replay
Slides and Audio: Edinburgh Investment Trust

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

07 July 2021

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